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The Oil & Gas Paradox: How Structural Supply Decline is Creating One of the Best Opportunities in Private Markets Today

The Oil & Gas Paradox: How Structural Supply Decline is Creating One of the Best Opportunities in Private Markets Today

The energy transition has dominated headlines. Capital has rushed into renewables. Politicians and institutions have doubled down on ESG mandates.

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When High Rates Stop Talking: Rethinking Monetary Signals in a Fractured Market

When High Rates Stop Talking: Rethinking Monetary Signals in a Fractured Market

For decades, central bankers believed in the signaling power of interest rates. Raise rates to cool inflation.

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Where AI Is Actually Reshaping Private Equity—And Where It’s Not

Where AI Is Actually Reshaping Private Equity—And Where It’s Not

Generative AI may be the headline, but in private equity, implementation is still very much below the fold. According to a proprietary PE150 survey of 186 professionals, AI’s impact is real—but concentrated. Rather than broad transformation, firms are deploying it where it can quietly reduce friction, automate labor, and scale repeatable tasks.

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Equity Is Powerful—Liquidity Makes It Real

Equity Is Powerful—Liquidity Makes It Real

Equity compensation continues to be a competitive differentiator, especially when paired with liquidity opportunities.

Weekly Round UpWeekly Round Up
PE's New Math: Why 4.2% Earnings Growth Is the Bar

PE's New Math: Why 4.2% Earnings Growth Is the Bar

European sponsors are hard-coding emissions KPIs into diligence and incentives—proving sustainability can widen exit multiples.

Long Form ArticleLong Form Article
Why Earnings Growth Is the New Alpha in Private Equity

Why Earnings Growth Is the New Alpha in Private Equity

Private equity activity in the U.S. remains under pressure in 2025, as higher-for-longer interest rates and extended holding periods reshape the calculus for returns.

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ESG in private equity in Europe

ESG in private equity in Europe

Sustainability has emerged as a critical and transformative force within the global investment landscape.

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Middle East Tensions and the Shifting Dynamics of Oil Prices

Middle East Tensions and the Shifting Dynamics of Oil Prices

Despite recent geopolitical escalations in the Middle East—most notably the Israel-Iran conflict and subsequent U.S. airstrikes on Iranian nuclear facilities—Brent crude oil prices have demonstrated remarkable resilience.

Weekly Round UpWeekly Round Up
Just Announced: CapLink x PE 150, NYC Summit w/ HarbourVest CEO, $6.4B Exit & $3T Credit Surge

Just Announced: CapLink x PE 150, NYC Summit w/ HarbourVest CEO, $6.4B Exit & $3T Credit Surge

New data confirm private equity’s muted rate sensitivity and 18× volatility shield—turning market chaos into cut-price entry points.

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Execution Over Strategy: The Human and Data Hurdles in Private Equity Value Creation

Execution Over Strategy: The Human and Data Hurdles in Private Equity Value Creation

As private equity firms increasingly focus on operational value creation to drive performance amidst inflationary pressures and evolving market demands, the ability to execute strategy is proving just as critical as the strategy itself.

Monthly Deep DiveMonthly Deep Dive
Volatility Destroys Wealth

Volatility Destroys Wealth

The U.S. economy has entered an era of sustained uncertainty, marked by post-pandemic structural shifts, persistent inflation, aggressive monetary tightening, and renewed fiscal risks.

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Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

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